See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,257 | $64,839+80.8% | $95,585+22.7% | $84,808+38.3% |
| Participation rate | 34.1% | 63.8%-29.7pp | 72.1%-38.0pp | 68.3%-34.2pp |
| Annual return | 15.16% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $873 | $1,759-50.4% | $2,527-65.4% | $2,631-66.8% |
| Participant deferral / active EE | $2,247 | $2,965-24.2% | $4,023-44.2% | $4,212-46.7% |
| Admin fee / account holder | $3,819 | $5,964-36.0% | $6,127-37.7% | $7,344-48.0% |